Funds holding Vanguard US Momentum Factor ETF
ISIN US9219355081 · United States
- Fund holders
- 4
- Of which ETFs
- 1 3 other funds
- Value held
- 13.7M $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Symmetry Panoramic US Equity Fund Symmetry Panoramic Trust | 25,597 | 5.3M $ | 1.27 % | as of Feb 28, 2026 ↗ |
| Symmetry Panoramic Global Equity Fund Symmetry Panoramic Trust | 23,826 | 5M $ | 1.24 % | as of Feb 28, 2026 ↗ |
| Symmetry Panoramic Tax-Managed Global Equity Fund Symmetry Panoramic Trust | 10,213 | 2.1M $ | 1.21 % | as of Feb 28, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 6,062 | 1.3M $ | 0.18 % | as of Feb 28, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Symmetry Panoramic US Equity Fund Symmetry Panoramic Trust | 1.27 % | as of Feb 28, 2026 ↗ |
| Symmetry Panoramic Global Equity Fund Symmetry Panoramic Trust | 1.24 % | as of Feb 28, 2026 ↗ |
| Symmetry Panoramic Tax-Managed Global Equity Fund Symmetry Panoramic Trust | 1.21 % | as of Feb 28, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 0.18 % | as of Feb 28, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 4 | -2 | 65,698 | -21.7 % |
| 2026Q1 | 6 | 0 | 83,855 | -0.1 % |
| 2025Q4 | 6 | +2 | 83,905 | +14.2 % |
| 2025Q3 | 4 | -1 | 73,460 | -8.2 % |
| 2025Q2 | 5 | +1 | 80,057 | +10.3 % |
| 2025Q1 | 4 | 0 | 72,583 | -12.0 % |
| 2024Q4 | 4 | 0 | 82,441 | -1.4 % |
| 2024Q3 | 4 | 0 | 83,619 | +9.5 % |
| 2024Q2 | 4 | +1 | 76,349 | +19.0 % |
| 2024Q1 | 3 | 0 | 64,178 | -24.2 % |
| 2023Q4 | 3 | 84,691 |
Institutional managers
169 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| RITHOLTZ WEALTH MANAGEMENT | 707,199 | 139.4M $ | as of Mar 31, 2026 |
| Strategic Financial Services, Inc. | 285,538 | 56.3M $ | as of Mar 31, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | 160,647 | 31.7M $ | as of Mar 31, 2026 |
| DAVIDSON INVESTMENT ADVISORS | 153,518 | 30.3M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 151,875 | 29.9M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 150,035 | 29.6M $ | as of Mar 31, 2026 |
| CABOT WEALTH MANAGEMENT INC | 117,522 | 23.2M $ | as of Mar 31, 2026 |
| ANDERSON HOAGLAND & CO | 114,226 | 22.5M $ | as of Mar 31, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 109,211 | 21.5M $ | as of Mar 31, 2026 |
| Systelligence, LLC | 103,048 | 20.3M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 91,848 | 18.1M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 75,468 | 14.9M $ | as of Mar 31, 2026 |
| WIN ADVISORS, INC | 55,549 | 10.9M $ | as of Mar 31, 2026 |
| Financial Partners Group, Inc | 52,775 | 10.4M $ | as of Mar 31, 2026 |
| Armbruster Capital Management, Inc. | 49,616 | 9.8M $ | as of Mar 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | 44,177 | 8.7K $ | as of Mar 31, 2026 |
| UBS Group AG | 43,329 | 8.5M $ | as of Mar 31, 2026 |
| &PARTNERS | 39,411 | 7.8M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 33,399 | 6.6M $ | as of Mar 31, 2026 |
| Hobart Private Capital, LLC | 32,046 | 6.3M $ | as of Mar 31, 2026 |
| Private Advisor Group, LLC | 30,167 | 5.9M $ | as of Mar 31, 2026 |
| Stratos Wealth Advisors, LLC | 27,371 | 5.4M $ | as of Mar 31, 2026 |
| Merit Financial Group, LLC | 26,556 | 5.2M $ | as of Mar 31, 2026 |
| LINCOLN CAPITAL CORP | 25,711 | 5.1M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 23,844 | 4.7M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding Vanguard US Momentum Factor ETF". https://titelia.com/en/stocks/vanguard-us-momentum-factor-etf-US9219355081